Best Investors
Account
Sign in
Best Investors
Account
Sign in
18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-17 |
| TX | RA | APPROVED | 2024-09-17 |
| NC | RA | APPROVED | 2024-09-16 |
| PA | RA | APPROVED | 2024-01-19 |
Branch Locations
130 Court Street Suite 205, Williamsport, PA 17701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Kmart | Williamsport | PA | 07/2015 | 06/2017 |
| Frito Lay | Williamsport | PA | 06/2017 | 06/2020 |
| Moff And Associates | Williamsport | PA | 04/2019 | Present |
| Robert Morris University | Moon Township | PA | 08/2017 | Present |
| Williamsport School District | Williamsport | PA | 06/2010 | 06/2017 |
| Woodbury Financial Services Inc | Williamsport | PA | 06/2020 | 01/2024 |
| Osaic Wealth, Inc. | Williamsport | PA | 01/2024 | Present |
MOFF AND ASSOCIATES LLC POSITION: Financial Advisor/ Co-Owner NATURE: LLC INVESTMENT RELATED: Yes NUMBER OF HOURS: 200 SECURITIES TRADING HOURS: 151 START DATE: 05/01/2021 ADDRESS: 130 Court Street Suite 205, Williamsport PA 17701, United States DESCRIPTION: Meeting with clients to ensure they are making progress towards reaching their investment goals Manage a staff to ensure that client accounts are serviced correctly. Handling day to day operations as co-owner of the LLC Fixed annuity and Life Insurance business
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-03 |
Reach out to this advisor